+20,418.4%
SHW vs WELL
+18,826.3%
+1,592.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +1.1% |
| 7D | -3.2% | -0.8% | -2.4% | -3.0% |
| 30D | -9.5% | -0.1% | -9.4% | -9.6% |
| 3M | +11.5% | +18.0% | -6.6% | +5.8% |
| 6M | -3.5% | +15.0% | -18.5% | -7.9% |
| YTD | +3.7% | +28.6% | -24.9% | -4.4% |
| 1Y | -7.9% | +42.9% | -50.8% | -18.0% |
| 3Y | +24.7% | +203.0% | -178.3% | -12.1% |
| 5Y | +13.6% | +206.9% | -193.3% | -21.2% |
| 10Y | +283.0% | +339.5% | -56.5% | +118.8% |
| All | +20,418.4% | +18,826.3% | +1,592.1% | +5,296.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WELL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling